Wipfli logo

Customized compliance training

On-site or virtual training for your financial institution

With customized compliance training from Wipfli, help is as close as it can get. On-site and virtual options allow us to tailor unique training to your institution.

Why Wipfli? Our compliance training is:

  • Efficient: Quickly get everyone up to speed, knowledgeable and confident about the new requirements. You can include as many employees in the training as you’d like.
  • Cost-effective: Incur no travel time for employees or the added time away that travel requires.
  • Relevant: Address the specific impact that compliance requirements will have on your day-to-day operations, your management and your customers.
  • Flexible: Looking for online employee compliance training? Or on-site? We’re flexible. You have the option to get quality training on site or by webinar.
  • Customized: You’ll receive an electronic version of the training materials created for and based on your institution’s needs, forms and processes. Our Wipfli compliance professional will explain the requirements of any regulatory areas you’d like to have us address.

Avoid violations, regulator criticism and costly penalties. Sign up below, and we’ll contact you to schedule your Wipfli compliance training.

Video: Benefits of Co-Sourcing Your Internal Audit Plan
You don’t have to stress about making sure your internal audit plan is completed on time. Together, we work with you to identify risks, update processes and finalize your plan. Reinforce your team with the support you need to complete your annual internal audit plan with confidence.